Mastering Excel's Custom Views Feature (Completed)

Custom Views is one of the most overlooked features in Excel. In this presentation, Excel expert David H. Ringstrom, CPA, shares a variety of ways to automate your work in Excel by way of Custom Views.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.

Who Should Attend
Practitioners seeking to improve the efficiency and integrity of their large Excel workbooks using the Custom Views feature.

Topics Covered

• Applying different filter settings with just a couple of mouse clicks using the Custom Views feature
• Creating custom views that will enable you to display all worksheets in a workbook at once as well as hide/display selected worksheets
• Exploring the automation possibilities available by way of Excel's Custom Views feature
• Freezing or unfreezing worksheet panes on demand with a custom view
• Gaining control of long lists of data by filtering instead of sorting
• Learning how to replace an existing custom view with new settings
• Learning how to use a single line of programming code to unhide all worksheets within a workbook
• Making the same edits on multiple worksheets at once by grouping worksheets
• Protecting hidden sheets from within a workbook
• Removing the Table feature from a worksheet if it's no longer needed
• Setting a print range that includes multiple noncontiguous areas of a worksheet
• Squeezing a bit more data on-screen with the Zoom to Selection feature

Learning Objectives

• Identify how to use Custom Views to manage the hidden/visible status of columns and rows
• Recognize how to apply Custom Views to toggle a trial balance between a working trial balance view and a journal entry view
• Identify how to replace an existing custom view with new settings

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None